SERVICES

FRACTION CFO & STRATEGIC FINANCE

Growing companies often need experienced financial leadership but not necessarily a full-time CFO. As a Fractional CFO, I work closely with founders and leadership teams to provide strategic financial guidance and oversight.

Services may include:

  • Financial strategy and planning
  • Cash flow management and forecasting
  • Budgeting and financial modelling
  • Executive and board-level financial reporting
  • Decision support for major business initiatives
  • Building and mentoring internal finance teams

My goal is to help leadership teams use financial information to make confident, informed decisions as the business grows.

FINANCIAL REPORTING & IFRS ADVISORY

Accurate and reliable financial reporting is essential for companies with external stakeholders, lenders, and investors. I support private and publicly listed companies with complex reporting requirements and technical accounting matters.

Areas of expertise include:

  • IFRS financial statement preparation and review
  • Support for TSX and TSX-V listed companies
  • Technical accounting analysis and documentation
  • Complex accounting matters including financial instruments and valuation models
  • Coordination with auditors and external advisors
  • Implementation of new accounting standards

FINANCE FUNCTION & PROCESS OPTIMIZATION

Efficient financial processes allow businesses to scale without unnecessary administrative burden. I help organizations streamline their accounting and reporting functions by designing practical, technology-enabled processes.

Services include:

  • Finance department structure and process design
  • Internal control development and documentation
  • Accounting system improvements and automation
  • Month-end and year-end close process optimization
  • Reporting process improvements

The goal is to build finance processes that are simple, reliable, and scalable.

CAPITAL RAISING & INVESTOR READINESS

Preparing for financing or investor discussions requires clear financial information and thoughtful planning. I work with companies to ensure they are financially prepared and able to present their story effectively.

Support may include:

  • Analysis to support funding decisions
  • Financial modelling and forecasting
  • Investor and lender due diligence preparation
  • Financial data room preparation
  • Pitch deck financial support

Let’s Connect

If you’re looking for experienced financial leadership or support navigating complex financial reporting requirements, feel free to get in touch to discuss how I can help.